A lot has happened since the last scan in 2008. Stanley is now Stanley Black & Decker and the Balanced portfolio has a bit more volatility risk but a higher 5yr APR = 5.10%. Company stock SWK has done very well and the Balanced portfolio has 8.7% invested in the stock and the employee portfolio has 55.6% of that portfolio in the stock. Too much for a retiree. A good plan with 17 investment options in the Balanced portfolio as shown in the 3D scan with the largest holding being the Blackrock Temp fund a money market fund PINXX in the scan.
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